See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,010 | $81,625-71.8% | $58,482-60.7% | $139,434-83.5% |
| Participation rate | 45.5% | 61.3%-15.9pp | 50.9%-5.4pp | 80.3%-34.9pp |
| Annual return | 14.84% | 7404.20%-7389.4pp | 4239.32%-4224.5pp | 372.94%-358.1pp |
| Employer contribution / active EE | $809 | $1,398-42.2% | $1,053-23.2% | $4,751-83.0% |
| Participant deferral / active EE | $2,828 | $2,557+10.6% | $1,924+47.0% | $6,710-57.8% |
| Admin fee / account holder | $7,251 | $3,265+122.1% | $2,516+188.2% | $11,403-36.4% |